See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,172 | $73,867-41.6% | $143,757-70.0% | $68,494-37.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -22.74% | 1.01%-23.7pp | -0.04%-22.7pp | -7.84%-14.9pp |
| Employer contribution / active EE | $7,486 | $3,184+135.1% | $4,951+51.2% | $2,596+188.3% |
| Participant deferral / active EE | $5,673 | $3,384+67.6% | $5,637+0.6% | $4,027+40.9% |
| Admin fee / account holder | $1,727 | $5,755-70.0% | $14,673-88.2% | $5,403-68.0% |